Presults - Archiving and compliance, built for advisors.

Presults provides powerful compliance and archiving software that advisors love to use. The Presults solution covers SEC and FINRA requirements for archiving emails, websites, and social media platforms — with an innovative approach to flagged keywords utilizing a real-time review process. See how you can save with our modern recordkeeping solutions.

FPA Advantage

Benefits

• Modern archiving solution that includes robust recordkeeping
• An easy-to-use review process that saves you time
• Audit-ready exports and review logs